How to run a user-centered, requirements gathering workshop

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My presentation for UX Bristol on Friday 15th July 2011

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How to run a user-centered, requirements gathering workshop

  1. 1. One Big FieldHow to run a user-centeredrequirements gathering workshopPresented by Fergus RocheFriday 15th July 2011 for…
  2. 2. One Big Field UX (user experience)
  3. 3. One Big Field Prototype
UX will reduceriskThe UX approach allows usto visualise a view of thefuture without going nearbuild, reducing cost.Source:
OBF
project
–
interac5on
prototype

  4. 4. One Big FieldWe design with 2nd
most
 Most
a8en5on
dataLots of designers don’t.Which we find weird. Most
clicked
 image
source:
OBF
project

  5. 5. One Big FieldHelp orgs. makebetter decisionsPosition your need; if youcan write down a problemcorrectly, you can see thesolution. image
source:
OBF
project

  6. 6. One Big Field Why a workshop? Gain insight & build consensusimage
source

  7. 7. One Big FieldWhen to run a workshop to gatherrequirements? Made
up
 &
combos
 bespoke Rapid

 Prototyping

  8. 8. One Big FieldWhen to run a workshop to gatherrequirements? Made
up
&
 Rapid

 bespoke combos
 Prototyping
 Waterfall Trad. digital agency Iterative Agile / Scrum Requirements Research Inception Requirements Specification Business requirements Business modeling Specification Design IA Requirements Architecture Construct Specification Elaboration Design Integrate Design Analysis & design Implementation Test Build Construction Testing Install Test Implementation Deployment Maintain UAT Test Maintenance Go live Transition SLA Deploy Typically run workshops during these stages
  9. 9. One Big Field Three key elements… 1. The process map 2. A requirement in context 3. Prioritisationimage
source

  10. 10. One Big Field …lets pretend we’re in a workshop
  11. 11. One Big Field The project2011 National Elections: Get the people to vote! Client Electoral commission [stakeholders] Supplier Syco Productions [supplier & UX team] Challenge Post-Olympics, electoral turnout for 2014 is forecast to drop to 30%.image
source

  12. 12. One Big Field Simon has been brought in to X-Factor the elections…image
source

  13. 13. One Big FieldRules of the game Grouped by suit:  Players: Ace - 7 Watchers: 8 - King Roles: Ace – UX team leader [Syco] 2 & 3 – UXer [Syco] 3 – client contact [Elec. comms] 4, 5, 6 & 7- stakeholder [Elec. Comms]
  14. 14. One Big Field Your first task… Process-mapping
  15. 15. How the hell do I vote?Said Chloe [aged 19], a dynamic entrepreneurknee-deep in running her fifth successful start-up.
  16. 16. One Big FieldTask no 1: process-mappingProcess map out the existing process ofvoting in the general elections.[Ace – 7]See scenario
  17. 17. EXAMPLE CLIENT
  18. 18. One Big FieldProcess-mapping assetsPersonaKey scenariosFlip-chart paper, post-its & markersA clear & empty wall
  19. 19. One Big FieldPersonas Simple > proper ones [or the One Big Field, special-trump-card-micro-persona one…
  20. 20. One Big Field EXAMPLE CLIENTScenario:
I5bek’s
earthquake
There
is
a
major
earthquake
in
a
rural
remote
area
of
Kyrgyzstan.
The
Bri5sh
Red
Cross
launches
an
appeal.

I5bek,
a
young
Bri5sh
man
with
Kirghiz
parents,
is
very
concerned
about
his
rela5ves
‐
his
uncle,
aunt
and
cousin
from
his
mother’s
side
live
in
the
area
affected
by
the
earthquake.
Hes
been
trying
to
get
in
touch
with
them
but
has
not
heard
anything
since
the
earthquake.


How
can
the
Bri5sh
Red
Cross
help
him
to
find
out
what
is
happening
to
his
rela5ves

He’s
wondering
whether
to
donate
money
to
the
appeal

He
would
also
like
to
donate
some
of
his
winter
clothes,
and
wants
to
find
out
where
his
nearest
Red
Cross
shop
is
to
do
so.


Having
donated
money
and
clothes,
he
comes
back
to
the
website
a
month
later
to
find
out
how
the
Red
Cross
has
been
using
his
dona5on
in
Kyrgyzstan.
Describe
and
map
out
how
he
would
engage
with
the
Bri5sh
Red
Cross
currently.
Highlight
the
tracing
&
message,
donate
and
shop
steps.


  21. 21. EXAMPLE CLIENT
  22. 22. One Big Field EXAMPLE CLIENT
  23. 23. One Big Field PROCESS-start
 BUSINESS LIKES/ SCENARIOS MAP OBJECTIVES DISLIKES [EXISTING] IDEATION PRIORITISE REPEAT PER ACROSS CLUSTER / CULL SCENARIO MAPS Quan5ty
[x50]
 Quality
[x2]
 SCORE PROTOTYPE IDEAS ORGANISE / PRIORTIES end
 AGAINST LIST REQS. FIRST OBJECTIVES
  24. 24. One Big Field Three key elements… 1. The process map 2. A requirement in context 3. Prioritisationimage
source

  25. 25. One Big FieldLets swap! Grouped by suit:  Watchers: Ace - 7 Players: 8 - King Roles: Ace – UX team leader [Syco] 8 – client contact [Elec. comms] 9, 10, Jack, Queen, King- stakeholder[Elec. Comms]
  26. 26. One Big FieldTask no 2: ideationCome up with 50 ideas to improve thisprocess. Requirements in context.[8 - King]
  27. 27. One Big Field EXAMPLE CLIENTProcess map:Find information on<type X>businesscover. Offering apackage for the firsttime.
  28. 28. One Big Field EXAMPLE CLIENT
  29. 29. One Big Field Three key elements… 1. The process map 2. A requirement in context 3. Prioritisationimage
source

  30. 30. One Big Field PROCESS-start
 BUSINESS LIKES/ SCENARIOS MAP OBJECTIVES DISLIKES [EXISTING] IDEATION PRIORITISE REPEAT PER ACROSS CLUSTER / CULL SCENARIO MAPS Quan5ty
[x50]
 Quality
[x2‐5]
 SCORE PROTOTYPE IDEAS ORGANISE / PRIORTIES end
 AGAINST LIST FIRST OBJECTIVES
  31. 31. One Big FieldTask no 3: Strategic prioritisationAre the top ideas/requirements relevant?[Everyone]
  32. 32. One Big Field Score the top ideas against the strategic statements for the project.image
source:
OBF
workshop

  33. 33. One Big FieldStrategic statements1.  Reduce the cost of the voting system2. Increase number of voters to over 70%3. Gather more data on voters4. Make system favour the Party contributingmost to Commission’s retirement Fund5. Allow voters to also audition for X-Factor
  34. 34. One Big Field PROCESS-start
 BUSINESS LIKES/ SCENARIOS MAP OBJECTIVES DISLIKES [EXISTING] IDEATION PRIORITISE REPEAT PER ACROSS CLUSTER / CULL SCENARIO MAPS Quan5ty
[x50]
 Quality
[x2‐5]
 SCORE PROTOTYPE IDEAS ORGANISE / PRIORTIES end
 AGAINST LIST FIRST OBJECTIVES
  35. 35. One Big Field EXAMPLE CLIENT…end results
  36. 36. One Big Field The three key elements… 1. The process map 2. A requirement in context 3. Prioritisationimage
source

  37. 37. One Big Field 13 essential ingredients for a successful workshopimage
source

  38. 38. One Big FieldNo
1
–
have
a
plan
Travelex Workshop Part 1 Part 2Intro <split & mix teams>20 mins 15 mins05 mins - Intros [Phil] 15 mins - review & ideate across x205 mins - Project overview [Phil] process-maps10 mins - Likes/dislikes [ferg]<Split into groups> 20 mins20 mins 10 mins - Process-map a scenario 5 &10 mins - Process-map a scenario 1 & 2 6[open]05 mins - Ideation [50 ideas] 05 mins - Ideation [50 ideas]05 mins - Cluster and prioritise x2 05 mins - Cluster and prioritise x2<repeat> <combine top ideas>20 mins10 mins - Process-map a scenario 3 & 4 10 mins05 mins - Ideation [50 ideas] Prioritise [against biz objectives]05 mins - Cluster and prioritise x2 If time, review and cluster non-selected needs / whats missing10 mins - Coffee break 5 mins slippage overall
  39. 39. One Big Field13 essential ingredients1. Have a plan 8. Timekeeping & team2. Group dynamics back up3. Enthusiasm 9. Divide & conquer4. Pace & flow 10. Coral the alphas, dont5. Assets spread them out6. Stand up! 11. The bad idea from the7. Know your room & top dogreconfigure 12. The really good idea 13. Remember to shut-upimage
source

  40. 40. One Big Field A workshop can gain you insight & build consensus with the stakeholdersimage
source

  41. 41. One Big FieldA final point on handling large groups…
  42. 42. One Big FieldThanks!image
source:
OBF
workshop
 for…
  43. 43. One Big FieldNext steps to prioritising requirements…
  44. 44. One Big FieldPrioritising requirements MoSCoW The 1-100 scale with
Planning
Poker

  45. 45. One Big Field Planning Poker… Req 1: do the washing up after dinner – effort involved = 1 Chihuahua Req 2: build a small desk from a flatpack IKEA set – effort involved = 1 Labrador Req 3: replace the engine in your car – effort involved = 1 Great Dane Req 4: build a small nuclear fusion generator in an Afghan cave. As a prisoner – effort involved = ten Wargs [massive monster dogs from Lord of the Rings]
  46. 46. One Big Field Planning Poker… • Know that no human can accurately estimate. We just can’t do it. Accept it. • Don’t estimate based on time • Estimate requirements based on effort relative to other requirements. • Apply abstract value system e.g. 1-100, dogs • Work out what the value of 1 is per developer in time • Multiply to get real effort values • Adjust through project lifecycle
  47. 47. One Big FieldThanks!& thanks to the plants… image
source:
OBF
workshop
 for…

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